Join Our Webinar Series
Grow your business with asset transfer strategies that work
Register now to join Baltimore Life's monthly Asset Transfer Webinar Series and discover proven strategies to help clients reposition assets while creating meaningful growth opportunities for your business.
Designed for agents who want to generate more production from their current client base, these educational sessions combine practical sales concepts with product-specific training on Single Premium Whole Life and Generation Legacy solutions with confidence.
Upcoming webinars
| 2026 Webinar Date |
Event Topic |
Training Time |
| Tuesday, September 22 |
Asset Transfer: Product & Prospecting |
11:00 a.m.—11:30 a.m. (EDT) |
| Tuesday, October 27 |
Asset Transfer: Product & Tax Implications |
12:30 p.m.—1:15 p.m. (EDT) |
| Tuesday, November 24 |
Asset Transfer: Product, Paperwork & Process |
12:30 p.m.—1:15 p.m. (EST) |
| Tuesday, December 22 |
Asset Transfer: Product & Gifting Approach |
12:30 p.m.—1:15 p.m. (EST) |
This entire series focuses on how to:
- Identify overlooked Asset Transfer opportunities within your existing book of business
- Create natural conversations around legacy planning, wealth transfer, and estate preservation
- Position Single Premium Whole Life and Generation Legacy solutions with confidence
- Uncover new prospects and referral opportunities
- Address common client concerns and questions more effectively
- Help clients achieve long-term financial goals while increasing your production
Whether you're just getting started with Asset Transfer sales or looking to sharpen your approach, you'll gain actionable ideas you can begin using immediately.
Who should attend?
This series is ideal for agents who want to:
- Grow their asset transfer business
- Generate additional sales opportunities from existing relationships
- Help clients maximize and reposition assets
- Expand their expertise in Single Premium Whole Life and Generation Legacy solutions
- Build confidence presenting asset transfer concepts
Reserve your spot today!
Note: Product descriptions are not a contract, and policy provisions are only partially described. Policies and riders are not available in every state. Complete terms and conditions can be found in the individual policies mentioned.
